401k Plan data: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN plan

ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN
Plan identification number	002

ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT L. CRITCHFIELD, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT L. CRITCHFIELD, DDS, PC

Employer identification number (EIN): 860467089

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01 ROBERT CRITCHFIELD 2019-06-03 ROBERT CRITCHFIELD 2019-06-03
002 2016-11-01 ROBERT CRITCHFIELD 2018-06-18 ROBERT CRITCHFIELD 2018-06-18
002 2015-11-01 ROBERT CRITCHFIELD 2017-08-03
002 2014-11-01 ROBERT CRITCHFIELD 2016-07-21 ROBERT CRITCHFIELD 2016-07-21
002 2013-11-01 ROBERT CRITCHFIELD 2015-08-05
002 2012-11-01 ROBERT CRITCHFIELD 2014-03-18
002 2011-11-01 ROBERT CRITCHFIELD 2013-08-14 ROBERT CRITCHFIELD 2013-08-14
002 2010-11-01 ROBERT CRITCHFIELD 2012-07-31 ROBERT CRITCHFIELD 2012-07-31
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-11-01
002	2019-11-01
002	2018-11-01
002	2017-11-01	ROBERT CRITCHFIELD	2019-06-03	ROBERT CRITCHFIELD	2019-06-03
002	2016-11-01	ROBERT CRITCHFIELD	2018-06-18	ROBERT CRITCHFIELD	2018-06-18
002	2015-11-01	ROBERT CRITCHFIELD	2017-08-03
002	2014-11-01	ROBERT CRITCHFIELD	2016-07-21	ROBERT CRITCHFIELD	2016-07-21
002	2013-11-01	ROBERT CRITCHFIELD	2015-08-05
002	2012-11-01	ROBERT CRITCHFIELD	2014-03-18
002	2011-11-01	ROBERT CRITCHFIELD	2013-08-14	ROBERT CRITCHFIELD	2013-08-14
002	2010-11-01	ROBERT CRITCHFIELD	2012-07-31	ROBERT CRITCHFIELD	2012-07-31
002	2008-11-01

Plan Statistics for ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN

Measure Date Value
2021: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-10-31 1,063,563
Acturial value of plan assets 2021-10-31 1,063,563
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 6
Fundng target for terminated vested participants 2021-10-31 54,697
Active participant vested funding target 2021-10-31 1,023,007
Number of active participants 2021-10-31 2
Total funding liabilities for active participants 2021-10-31 1,023,007
Total participant count 2021-10-31 8
Total funding target for all participants 2021-10-31 1,077,704
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 1,489
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 1,427
Liquidity shortfalls end of Q1 2021-10-31 0
Liquidity shortfalls end of Q2 2021-10-31 0
Liquidity shortfalls end of Q3 2021-10-31 0
Liquidity shortfalls end of Q4 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 14,141
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 1,374
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 1,374
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 1,427
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-10-31 1,063,483
Acturial value of plan assets 2020-10-31 1,063,483
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 6
Fundng target for terminated vested participants 2020-10-31 54,210
Active participant vested funding target 2020-10-31 1,017,797
Number of active participants 2020-10-31 2
Total funding liabilities for active participants 2020-10-31 1,017,797
Total participant count 2020-10-31 8
Total funding target for all participants 2020-10-31 1,072,007
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 295,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 309,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 1,808
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 1,613
Liquidity shortfalls end of Q1 2020-10-31 0
Liquidity shortfalls end of Q2 2020-10-31 0
Liquidity shortfalls end of Q3 2020-10-31 0
Liquidity shortfalls end of Q4 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 8,524
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 1,613
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 1,613
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 1,613
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-10-31 665,491
Acturial value of plan assets 2019-10-31 665,491
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 0
Fundng target for terminated vested participants 2019-10-31 0
Active participant vested funding target 2019-10-31 676,642
Number of active participants 2019-10-31 8
Total funding liabilities for active participants 2019-10-31 677,266
Total participant count 2019-10-31 8
Total funding target for all participants 2019-10-31 677,266
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 20,780
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 21,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 361,500
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 344,597
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 47,487
Net shortfall amortization installment of oustanding balance 2019-10-31 11,775
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 49,409
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 49,409
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 344,597
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-10-31 646,288
Acturial value of plan assets 2018-10-31 646,288
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 0
Fundng target for terminated vested participants 2018-10-31 0
Active participant vested funding target 2018-10-31 605,126
Number of active participants 2018-10-31 7
Total funding liabilities for active participants 2018-10-31 605,126
Total participant count 2018-10-31 7
Total funding target for all participants 2018-10-31 605,126
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 21,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 22,410
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 25,701
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 24,808
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 45,190
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 4,028
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 4,028
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 24,808
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-10-31 555,591
Acturial value of plan assets 2017-10-31 555,591
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 0
Fundng target for terminated vested participants 2017-10-31 0
Active participant vested funding target 2017-10-31 538,355
Number of active participants 2017-10-31 7
Total funding liabilities for active participants 2017-10-31 538,872
Total participant count 2017-10-31 7
Total funding target for all participants 2017-10-31 538,872
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 21,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 22,133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 53,055
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 50,099
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 45,451
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 28,732
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 28,732
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 50,099
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2021: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-10-31	1,063,563
Acturial value of plan assets	2021-10-31	1,063,563
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	6
Fundng target for terminated vested participants	2021-10-31	54,697
Active participant vested funding target	2021-10-31	1,023,007
Number of active participants	2021-10-31	2
Total funding liabilities for active participants	2021-10-31	1,023,007
Total participant count	2021-10-31	8
Total funding target for all participants	2021-10-31	1,077,704
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	1,489
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	1,427
Liquidity shortfalls end of Q1	2021-10-31	0
Liquidity shortfalls end of Q2	2021-10-31	0
Liquidity shortfalls end of Q3	2021-10-31	0
Liquidity shortfalls end of Q4	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	14,141
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	1,374
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	1,374
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	1,427
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-10-31	1,063,483
Acturial value of plan assets	2020-10-31	1,063,483
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	6
Fundng target for terminated vested participants	2020-10-31	54,210
Active participant vested funding target	2020-10-31	1,017,797
Number of active participants	2020-10-31	2
Total funding liabilities for active participants	2020-10-31	1,017,797
Total participant count	2020-10-31	8
Total funding target for all participants	2020-10-31	1,072,007
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	295,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	309,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	1,808
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	1,613
Liquidity shortfalls end of Q1	2020-10-31	0
Liquidity shortfalls end of Q2	2020-10-31	0
Liquidity shortfalls end of Q3	2020-10-31	0
Liquidity shortfalls end of Q4	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	8,524
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	1,613
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	1,613
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	1,613
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-10-31	665,491
Acturial value of plan assets	2019-10-31	665,491
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	676,642
Number of active participants	2019-10-31	8
Total funding liabilities for active participants	2019-10-31	677,266
Total participant count	2019-10-31	8
Total funding target for all participants	2019-10-31	677,266
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	20,780
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	21,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	361,500
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	344,597
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	47,487
Net shortfall amortization installment of oustanding balance	2019-10-31	11,775
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	49,409
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	49,409
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	344,597
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-10-31	646,288
Acturial value of plan assets	2018-10-31	646,288
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	605,126
Number of active participants	2018-10-31	7
Total funding liabilities for active participants	2018-10-31	605,126
Total participant count	2018-10-31	7
Total funding target for all participants	2018-10-31	605,126
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	21,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	22,410
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	25,701
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	24,808
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	45,190
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	4,028
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	4,028
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	24,808
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-10-31	555,591
Acturial value of plan assets	2017-10-31	555,591
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	0
Fundng target for terminated vested participants	2017-10-31	0
Active participant vested funding target	2017-10-31	538,355
Number of active participants	2017-10-31	7
Total funding liabilities for active participants	2017-10-31	538,872
Total participant count	2017-10-31	7
Total funding target for all participants	2017-10-31	538,872
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	21,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	22,133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	53,055
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	50,099
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	45,451
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	28,732
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	28,732
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	50,099
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Form 5500 Responses for ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN

2008: ROBERT L. CRITCHFIELD, D.D.S., P.C. CASH BALANCE PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	ROBERT L. CRITCHFIELD, DDS, PC
Employer identification number (EIN):	860467089
NAIC Classification:	621210
NAIC Description:	Offices of Dentists